Overseas shares

Aims:

  • To maximise long-term investment returns.
  • To outperform the return of the applicable composite overseas shares index, net of fees and taxes over rolling ten-year periods.

Risk profile:

100% invested in overseas shares, and therefore carries the highest level of investment risk. Short-term fluctuations will occur, but the highest investment returns are expected over longer periods. The probability of this option earning a negative return is approximately 4 to less than 6 years in every 20 years.

Risk Level:

High.

Investor profile:

Will suit investors looking for the highest investment returns over the long-term, but who are prepared to accept extreme fluctuations in investment performance.

Investment strategy

The investment benchmark is 100% overseas shares. 

The level of hedging for this option will be the same as the current general level of hedging for the Fund.

Minimum suggested time frame for holding the investment is 5 years.

To view more information on the holdings for Overseas Shares click here.   

 

Super Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 17/03/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced7.5%3.8%8.9%8.4%8.5%5.4%
Cash1.0%1.9%2.5%3.1%3.4%0.0%
Enhanced cash1.3%2.0%2.6%3.4%4.3%4.5%
Conservative3.8%3.2%5.9%6.2%6.4%4.9%
Conservative balanced5.5%3.6%7.6%7.5%7.8%0.0%
Balanced index5.8%4.1%8.9%0.0%0.0%0.0%
Balanced7.5%3.6%8.8%8.4%8.4%5.3%
Growth9.2%3.3%9.5%9.0%9.2%4.9%
High growth10.6%2.6%10.0%9.4%9.8%4.9%
Australian shares10.5%6.6%9.6%8.4%9.6%5.1%
Overseas shares12.8%-2.4%10.0%10.2%10.3%4.1%
Balanced socially responsible5.8%0.0%7.8%6.7%7.9%3.8%

Pension Investment Performance

Current PerformanceHistorical performance to 30/06/2016
OptionFYTD as at 17/03/20171 Year3 Years5 Years7 Years10 Years
MySuper Balanced0.0%-----
Cash1.2%2.1%2.9%3.7%4.0%0.0%
Enhanced cash1.5%2.4%3.1%4.0%5.0%5.3%
Conservative4.4%3.6%6.6%6.9%7.1%5.7%
Conservative balanced6.2%3.9%8.3%8.3%8.6%0.0%
Balanced index6.5%4.1%9.4%0.0%0.0%0.0%
Balanced8.3%3.9%9.5%9.1%9.1%6.0%
Growth10.1%3.2%10.1%9.8%9.9%5.5%
High growth11.6%2.6%10.7%10.9%11.1%5.8%
Australian shares11.2%7.0%10.1%9.3%10.5%6.1%
Overseas shares14.7%-2.5%11.1%12.1%11.8%5.1%
Balanced socially responsible6.6%0.1%8.6%7.8%9.0%4.9%

Super Unit Price History

DateBuy PriceSell Price
17/03/20171.83921.8357
10/03/20171.83681.8333
03/03/20171.83531.8318
24/02/20171.81351.8045
17/02/20171.81121.8022
10/02/20171.79341.7845
03/02/20171.78191.7730
27/01/20171.79561.7867
20/01/20171.77561.7667
13/01/20171.78601.7771

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Pension Unit Price History

DateBuy PriceSell Price
17/03/20172.04212.0382
10/03/20172.03912.0353
03/03/20172.03732.0334
24/02/20172.01042.0004
17/02/20172.00751.9975
10/02/20171.98571.9758
03/02/20171.97181.9620
27/01/20171.98761.9777
20/01/20171.96231.9525
13/01/20171.97501.9652

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